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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,588 | $154,754-40.2% | $124,206-25.5% | $138,895-33.3% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | 20.55% | 709.28%-688.7pp | 515.27%-494.7pp | 145.39%-124.8pp |
| Employer contribution / active EE | $1,318 | $4,446-70.4% | $3,540-62.8% | $4,194-68.6% |
| Participant deferral / active EE | $11,964 | $4,621+158.9% | $3,968+201.5% | $6,396+87.0% |
| Admin fee / account holder | $20 | $6,690-99.7% | $5,929-99.7% | $12,562-99.8% |